Raymond James

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

At Scheeler Financial Group it is our conviction that to provide exceptional service we must truly understand our clients. Communication is paramount to the way we approach our planning process. From the outset, our Client Onboarding Roadmap allows us to learn more about your goals and priorities, to understand your preferences for investing, and to consider any special circumstances you may have. The SFG advisory team will develop and discuss your planning strategy, one that is constantly monitored and actively reviewed with you at agreed upon scheduled times throughout the year. Developing the relationship with proactive service allows us to grow together to improve and update future goals and build not just wealth, but trust.

We offer every customer a review each year to determine if their insurance is keeping up with their needs.